Top 10 ECM features in SharePoint

#10: Bulk Metadata Editing

Main Points

  • “DataSheet View” did not work well in previous versions.
  • Users are comfortable with the Excel user experience for entering data.
  • “Quick Edit” view brings the same experience to SP2013/2016

Why It’s Important

  • Too many clicks leads to information loss.
  • Dramatically reduces the number of steps for entering critical metadata.
  • Tightly integrated with the Managed Metadata term store.

#9: Managed Metadata Navigation

Main Points

  • New option to create top and left navigation from a special managed metadata term set created for each site collection.
  • Two-way synchronization between the term store and links added manually.
  • Supports “friendly” urls.

Why It’s Important

  • Term set provides simpler administration and ensures consistency.
  • Extended properties in the term store can be used to drive page behavior and other site-level functionality.
  • Friendly urls are more intuitive and better reflect the structure of content.

#8: Digital Asset Management

Main Points

  • New content types for managing digital assets.
    • image, audio, video
    • predefined columns & automatic metadata extraction
  • New “Asset Library” library app
    • Defaults to thumbnail view

Why It’s Important

  • Simplifies the management of otherwise “opaque” media files.
    • More consistent metadata
  • Implements common functionality that would otherwise require third-party plugins.

#7: Search Result Types

Main Points

  • Think of result types as “strongly typed” search results that can be associated with other things.
  • Result Types work hand-in-hand with Display Templates (items and hover panels).

Why It’s Important

  • Categorizing search results can be pain-staking and time-consuming.
  • Result Types let you create pre-defined associations for different kinds of content.
  • Display Templates let you create content-appropriate search experiences for end users.

#6: Content-By-Search Web Part

Main Points

  • Use the built-in Query Builder to associate the web part with a search query.
  • Select the Display Templates to be used to display the results.

Why It’s Important

  • Simplifies the customization of query search results (no need for XSLT).
  • Query Builder simplifies the construction of complex queries.

#5: Content Enrichment Web Services Callouts

Main Points

  • Custom pre-processor for managed properties (similar to FAST pipeline extension)
  • Can analyze content and modify or introduce new managed properties
  • Content analysis happens in a custom web service

Why It’s Important

  • Raw indexing results may have inconsistent formatting
  • Default set of managed properties may not provide sufficient insight into results
  • Custom refiners can provide deeper insights and yield richer search experiences for end users

#4: Cross-Site Publishing

Main Points

  • Separates content authoring from branding and rendering.
    • Maintain content in authoring site collections
    • Display content in publishing site collections
  • Relies on Search Web parts to display published content
    • Can show integrated view of authored pages and list content

Why It’s Important

  • Makes it easier to manage shared content across site collections using familiar WCM publishing techniques.
  • Integrates the search infrastructure with publishing in a clean and consistent way.

#3: Site Mailboxes

Main Points

  • Integrates SharePoint 2013 and Exchange 2013 within the Microsoft Outlook 2013 client.
  • Designed specifically for team collaboration, scoped to individual shared projects.

Why It’s Important

  • Teams need to deliver a shared set of project related artifacts.
  • Creates better parity between documents and emails.
  • Compliance policies can be applied consistently to all project artifacts.

#2: Site-Level Retention

Main Points

  • Driven by Policy
    • Create and attach policies to sites
  • Better control over site closure and deletion
    • Specially defined state called “Site Closure”.
    • Policy determines what happens when a site is closed.

Why It’s Important

  • Fixes disparity between sites and the contents they contain.
  • Enables administrators to apply consistent rules to an entire site in addition to individual policies and retention rules.

#1: E-Discovery Center

Main Points

  • Built around Search and the concept of a “case”.
    • Associates search results with specific cases.
  • De-couples “lock down” from the content database.
    • Can package result set for export.
    • Protection depends on the content source.

Why It’s Important

  • Enables litigation holds to be applied to many types of content.
    • SharePoint Documents
    • Email Messages
    • File Shares
  • Enables tight integration with multiple content sources without imposing additional constraints.

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